Genevieve George
Pelican Financial Planning & Wealth · Jupiter, Florida
Genevieve George is a fee-only financial advisor at Pelican Financial Planning & Wealth in Jupiter, Florida, who holds the CFP credential. Genevieve focuses on small business owners, divorce financial planning and estate & legacy planning. Pelican Financial Planning & Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Retirees
- Early-career professionals
Facts
| Firm | Pelican Financial Planning & Wealth |
|---|---|
| Based in | Jupiter, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $25.5M across 80 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 6494485 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pelicanfinancialplanning.com |
| Profile |
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Questions about Genevieve
Is Genevieve George a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Genevieve holds no broker registration, and Pelican Financial Planning & Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Genevieve charge for financial advice?
Genevieve's firm, Pelican Financial Planning & Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Genevieve George based?
Genevieve George is based in Jupiter, Florida.
What does Genevieve specialize in?
Genevieve's specialties include small business owners, divorce financial planning, estate & legacy planning and retirement planning. Genevieve works with founders, pre-retirees, retirees and early-career professionals.
What credentials does Genevieve George hold?
Genevieve George holds the CFP credential.
Is Genevieve George registered with the SEC?
Yes. Genevieve George is registered as an investment adviser representative in FL and TX (CRD 6494485), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pelican Financial Planning & Wealth manage?
Pelican Financial Planning & Wealth reports $25.5M across 80 accounts in assets under management.
How do I contact Genevieve George?
Through Genevieve's website, www.pelicanfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pelican Financial Planning & Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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